The standout move of the day was clearly Oracle, rallying +36% after unveiling extraordinary cloud demand figures and securing a historic $244 billion surge in market cap. The jump saw Larry Ellison dethrone Musk as the world’s richest person. The catalyst was Oracle’s revelation of $455 billion in remaining performance obligations, or RPO (think order book), a figure more than double what Wall Street had expected, which was up +359%. The nature of these orders doesn’t lock in that revenue by any means, though the directional signal was stellar.
Investors and analysts stumbled over themselves to react with superlatives, and any discussion of the practicality of meeting proposed targets was ignored. After all, Oracle now expects $18 billion in cloud infrastructure revenue for fiscal 2026, with ambitions to ramp that to $32 billion, $73 billion, $114 billion and $144 billion over the following four years.
This easily overshadowed a narrow miss for the past quarter, with revenue of $14.9 billion (consensus $15b), bolstered by a +27% increase in cloud revenue to $7.2 billion. GAAP EPS dipped -2% to $1.01, while adjusted EPS increased 6% to $1.47, a penny below consensus.
This week, Oracle smashed through topside resistance at $260 to make a new record high near $340. The stock remains in a robust upward trend with scope open for upside extension.
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